Clearing assistant

Owned by Peter Schöll
Last updated: Okt. 15, 2024
2 min read

The clearing assistant performs automatic mass clearing.

Random mass clearing

The clearing assistant, which is available as a link for clearing customers and vendors as well as for clearing G/L accounts, is used, for example, if the open item list has become very long due to a legacy data transfer because the old postings have not been marked as cleared.

You want to get these "open items", which are no longer open, out of the list as quickly as possible, whereby it is not important to you which item is cleared against which other item. The "clearing assistant" cleans the open item list of these "old burdens" by clearing them indiscriminately.

Clearing assistant - settings

The clearing assistant offers the following setting options:

  • Period (you can choose between different date types)

  • Account group

  • Amount (everything is cleared except for the amount entered here)

If you check the checkbox Comparison of external voucher numbers, only invoices and payments with exactly the same voucher number will be cleared, although this is not necessarily the case in reality.